Estate Planning

Planning for the future includes planning for the legacy you leave behind. Good estate planning doesn’t leave room for chance, it ensures your wishes are carried out and maintains clarity for your loved ones in a time of loss.

A well planned estate will minimise taxes, while maximising returns to your desired beneficiaries. Your planning choice will ensure a legacy of competence, control and distribution of assets in a timely manner. Our estate planning services gives peace of mind your affairs are managed effectively.

Our estate planning services involve:

• Identifying estate goals and objectives

• Identifying your preferred/most competent executor

• Helping understand your likely estate taxes

• Reviewing existing wills and powers of attorney

• Liaising with your preferred solicitor or trustee company to have your will and power of attorney drafted

• Reviewing the drafts to ensure appropriateness

• Checking the completed documents

We welcome you to contact us today and find out how we may be able to assist you in your estate planning and in reaching your financial goals.

Your full financial situation would need to be reviewed prior to acceptance of any offer or product.